See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,873 | $127,065-66.3% | $113,168-62.1% | $142,382-69.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.36% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,629 | $3,442-52.7% | $2,975-45.3% | $4,299-62.1% |
| Participant deferral / active EE | $3,187 | $5,716-44.3% | $5,107-37.6% | $6,507-51.0% |
| Admin fee / account holder | $473 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |